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Trade Desk

741 hedge funds and large institutions have $19.2B invested in Trade Desk in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-18
Holders Change %
-2.37%
% of All Funds
13.05%
Holding in Top 10
16
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
99
Increased
292
Reduced
256
Closed
108
Calls
$1.6B
Puts
$1.68B
Net Calls
-$80.3M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
826
ShoreHaven Wealth Partners
New Jersey
-$50K -630 Closed
CCA
827
Childress Capital Advisors
Texas
-$48K -600 Closed
SIC
828
Salem Investment Counselors
North Carolina
-$40K -500 Closed
UMC
829
United Maritime Capital
New York
-$36K -450 Closed
BWM
830
Birchcreek Wealth Management
Ohio
-$33K -420 Closed
PWM
831
Perigon Wealth Management
California
-$28K -350 Closed
CWP
832
Concord Wealth Partners
Virginia
-$20K -250 Closed
AssetMark Inc
833
AssetMark Inc
California
-$18K -220 Closed
OIM
834
Oder Investment Management
California
-$17K -210 Closed
MLFP
835
MPS Loria Financial Planners
Illinois
-$8K -100 Closed
CWM
836
Curi Wealth Management
North Carolina
-$8K -100 Closed
IF
837
Ironwood Financial
Arizona
-$8K -100 Closed
ABC
838
Associated Banc-Corp
Wisconsin
-$8K -100 Closed
AWG
839
Altus Wealth Group
Colorado
-$7K -90 Closed
KC
840
Kinloch Capital
Virginia
-$6K -80 Closed
BSSFA
841
Baron Silver Stevens Financial Advisors
Florida
-$5K -70 Closed
CFD
842
Creative Financial Designs
Indiana
-$4K -50 Closed
BAM
843
Bellevue Asset Management
Washington
-$3K -40 Closed
ADL
844
Asset Dedication LLC
California
-$3K -40 Closed
BWM
845
Baystate Wealth Management
Massachusetts
-$2K -20 Closed
CAAS
846
Capital Asset Advisory Services
Michigan
-$2K -20 Closed
VCG
847
Vantage Consulting Group
Virginia
-$1K -10 Closed
RWA
848
Ropes Wealth Advisors
Massachusetts
-$1K -10 Closed
HGWM
849
Harvest Group Wealth Management
Massachusetts
-$1K -10 Closed